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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,833 | $226,090-65.1% | $182,531-56.8% | $152,885-48.4% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.0%-55.8pp | 82.5%-60.2pp |
| Annual return | 26.04% | 192.57%-166.5pp | 148.57%-122.5pp | 345.39%-319.3pp |
| Employer contribution / active EE | $1,028 | $4,978-79.4% | $4,075-74.8% | $4,763-78.4% |
| Participant deferral / active EE | $2,803 | $6,369-56.0% | $5,525-49.3% | $5,851-52.1% |
| Admin fee / account holder | $2,056 | $10,705-80.8% | $8,593-76.1% | $11,598-82.3% |